Best Investors Account Sign in
Inactive

George David Biddle

Shepherd Financial Investment Advisory LLC

Wilmington, DE

Carmel, IN

Claim This Profile
Current Employers
Shepherd Financial Investment Advisory Llc

111 Congressional Blvd., Suite 100, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2024-09-23
  • DE RA
    APPROVED
    Since 2024-09-23

Branch Locations

5807 Kennett Pike, Wilmington, DE 19807 • United States

111 Congressional Blvd., Suite 100, Carmel, IN 46032 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Biddle Capital Management, Inc. Wilmington DE 11/1996 Present
Shepherd Financial Investment Advisory Llc Wilmington DE 09/2024 Present
Previous Registrations
  • 1997-09-25 → 2025-10-21
    Bcm Wealth Management
    Wilmington, DE
    Wilmington, DE
    Wilmington, DE
  • 2005-12-05 → 2009-08-10
    Daniels + Tansey, L.L.P.
    Wilmington, DE
Other Businesses

BOARD MEMBER OF ST. ANNE'S SCHOOL AND MEMBER OF THE ENDOWMENT COMMITTEE. THE TIME SPENT ON THIS ACTIVITY MAY VARY THROUGHOUT THE YEAR BUT IS NOMINAL AND WOULD RARELY OCCUR DURING MARKET HOURS. Real Estate holdings and Data Sales.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-11-01
S63 Uniform Securities Agent State Law Examination 1992-12-02
  • S65 Uniform Investment Adviser Law Examination
    1994-11-01
  • S63 Uniform Securities Agent State Law Examination
    1992-12-02
Other Names
  • G. David Biddle
  • George David Biddle
  • George David Biddle

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
ABBY LEIGH PUBUSKY
Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
KINGSVIEW WEALTH MANAGEMENT, LLC · Wilmington, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE
EDWARD JONES · WILMINGTON, DE

More in Wilmington, DE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor